Market Commentary* 2018 Market Mid-Year Outlook (July 1st, 2018) Please reply to this email as welcome your feedback and thoughts on the newsletter. Key items you need to know: It’s Mid-Year 2018 and its been quite a wild ride. I predicted that the...
Mid-Year Prep for Review / Benchmark Analysis / Fiduciary Compliance When it comes to your 401(k) Plan too many companies have a “Set it and Forget it” attitude. Not good for your company, participants and puts you at risk for your Fiduciary...
Market Commentary* Key items you need to know: It’s Mid-Year 2018 and its been quite a wild ride. I predicted that the Patriots would win the Super Bowl, but that was before I thought my Eagles would get there. It was a year of underdogs and like the Eagles...
Assessing your current 401(k) Service Provider Relationships and Satisfying your Fiduciary Responsibility Reviewing your 401(k) Plan and Service Provider for a possible change? You need to know what questions to ask and what areas are important for you to examine...
This article is commenting based upon the following article by Reuters on March 5th, 2018. Here is the Reuters article link –...
